Founded by identical twin brothers Thomas Fross and Robert Fross, and currently managing and service over $700 million in combined brokerage and advisory assets*, our firm is well known in The Villages community.  Conveniently located at downtown Sumter Landing, we work almost exclusively with high net-worth retirees living in The Villages. Our firm specializes in customizing asset management and investment strategies to help retirees navigate a complicated and ever changing investment landscape. 

*as of September 19, 2022